In Episode 92, we welcome investor, author, and activist, Andrew Tobias.Meb starts by asking Andy about his background and introduction to investing. Andy gives us his origin story, with highlights including collecting stamps, an early introdu

Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)

Mar 4th, 2023 16m 5s

In today’s episode, Meb Faber, Cambria Chief Investment Officer, reads a profile of Cambria's shareholder yield ETFs:US focused Cambria Shareholder Yield ETF (SYLD)International developed market focused Cambria Foreign Shareholder Yield E

Porter Stansberry on a Potential Recession, Opportunities in Distressed Debt, & The Bull Case for Energy Stocks | #462

Jan 18th, 2023 1h 18m

Today’s returning guest is Porter Stansberry, a leading financial writer and the founder of MarketWise. His newest venture, Porter & Company, was launched last year.In today’s episode, Porter shares his frustrating ending with Stansberry Resea

Harris “Kuppy” Kupperman - Oil is the World’s Central Banker Now | #450

Oct 22nd, 2022 1h 12m

Today’s guest is Harris Kupperman, but you may know him as Kuppy! He’s the founder and CIO of Praetorian Capital, a global micro hedge fund. In today’s episode, Kuppy shares why the macro set up today leads him go be as bullish on oil as it get

Jim Rogers – The Adventure Capitalist’s View of Global Markets | #449

Oct 12th, 2022 54m 21s

Today’s guest is the legendary Jim Rogers, co-founder of the Quantum Fund and Soros Fund Management and creator of the Rogers International Commodities Index. In today’s episode, Jim gives us his take on the global markets today. We touch on in

Lyn Alden – The Macro Landscape & Bull Case for Real Assets | #434

Aug 8th, 2022 1h 2m

Today’s guest is Lyn Alden, founder of Lyn Alden Investment Strategy one of my favorite macro thinkers.In today’s episode, Lyn gives an overview of how she sees the world today, starting with why the US today reminds her of the 1940’s. She tou

Frank Holmes, U.S. Global Investors, HIVE Blockchain – JETS, Bitcoin vs. Gold, & How To Play Supply Chain Issues | #371

Nov 24th, 2021 1h 2m

In episode 371, we welcome our guest, Frank Holmes, the CEO of not one but two companies – U.S. Global Investors, an investment manager with both ETFs and mutual funds, and HIVE Blockchain, the first cryptocurrency mining company to go public.

Peter Johnson, Jump Capital - What I Think About Most Of The Time Is What Crypto Is Going To Mean To The World | #334

1 1 Jul 28th, 2021 1h 8m

In episode 334, we welcome our guest, Peter Johnson, a partner at Jump Capital, where he leads Jump’s investments in the FinTech, crypto, and blockchain sectors. In today’s episode, we’re talking all things fintech. Peter shares a bunch of

Peter Ricchiuti - “You’re Better Off Investing When Things Look Miserable" | #112

Jul 11th, 2018 1h 4m

In Episode 112, we welcome Professor Peter Ricchiuti. We start with Peter’s origin story, which includes his time in the investment world, then managing money for the state of Louisiana, then teaching at Tulane where he created, and now runs, t

Radio Show - Which Portfolio Hedge for This Market?... Is Short-Termism Harming Your Investments?... and Listener Q&A | #111

Jul 4th, 2018 1h 18m

Episode 111 has a radio show format. In this one, we cover numerous Tweets of the Week from Meb, as well as some write-in questions.Before jumping in, a few housekeeping items… Meb discusses a proxy campaign with which we need your help, an aw

Elroy Dimson - “High Valuations Don't Necessarily Mean That We're Going to See Asset Prices Collapse" | #100

Apr 4th, 2018 55m 36s

To celebrate the milestone of reaching 100 episodes, we’re thrilled to welcome Professor Elroy Dimson, author of Meb’s favorite investing book of all time, Triumph of the Optimists.Per Meb’s request, Elroy starts by giving us a summation of hi

Radio Show: Meb's Bullish on Emerging Markets... Strategies for Limited 401K Options... and Listener Q&A | #99

Mar 28th, 2018 57m 36s

Episode 99 is a radio show format. We start discussing some of Meb’s “Tweets of the Week.” The first involves a presentation from Rob Arnott at Research Affiliates, which Meb considered “required reading for financial advisors everywhere.” It i

Ed Yardeni - “We've Got Good Growth with Low Inflation and That's a Very Good Environment for Stocks and Okay Environment for Bonds" | #98

Mar 21st, 2018 53m 34s

In Episode 98, we welcome a true market veteran, Dr. Ed Yardeni.The episode starts with a fun story about Ed’s school days, studying off Janet Yellen’s notes in James Tobin’s class. But Meb soon brings up Ed’s new book, Predicting the Markets

Phil Nadel - “If You Try to Pick Winners, and You Only Invest in a Handful of Companies, Odds Are You're Going to Lose Your Money" | #97

Mar 14th, 2018 1h 8m

In Episode 97, we welcome one of the most successful syndicate leads in angel investing, Phil Nadel (he also happens to be Meb’s favorite syndicate lead on Angel List).After Phil runs us through his background, Meb asks about Phil’s group, For

Craig Leupold & Jim Sullivan - “From a Commercial Property Standpoint, We See Values Drifting Sideways Over the Next 12 Months" | #96

Mar 7th, 2018 51m 45s

In Episode 96, we welcome two of the brightest guys in real estate, Craig Leupold and Jim Sullivan of Green Street.After touching on Craig’s and Jim’s backgrounds, the guys jump into real estate, with Meb asking about Green Street’s approach t

Dan Rasmussen - “The Crown Jewel of the Alternative Universe is Private Equity" | #90

Jan 17th, 2018 1h 3m

In Episode 90, we welcome Founder and Portfolio Manager of Verdad, Dan Rasmussen.We start with a brief walk-through of Dan’s background. It involves a Harvard education, a New York Times best-selling book, a stint at Bridgewater, consulting wo

Blair Hull - “Emotions Will Kill You in This Game" | #89

Jan 10th, 2018 48m 41s

In Episode 89, we welcome legendary market veteran, Blair Hull.We start per usual, with our guest’s background. In this case, long-time Meb Faber Show listeners may think they’ve heard it before. That’s because Blair’s background shares an int

#87 - Michael Venuto - “I Would Suggest Seeking Out High Active-Share, Global Growth Themes"

Dec 20th, 2017 57m 48s

In Episode 87, we welcome market veteran and ETF expert, Mike Venuto. Mike briefly walks us through his background, which includes a fun story about a baffling situation years ago when the gold mining company, Newmont Mining, was falling in pri

Randy Swan - “What Do You Do When Things Are Fundamentally Overvalued, But You Want to Remain Invested in the Market?" | #83

Nov 29th, 2017 51m 36s

In Episode 83, we welcome fund manager, Randy Swan, who’s calling in from the Bahamas after being displaced from Puerto Rico by Hurricane Maria.The guys start with Randy’s backstory, which leads into why he started Swan Global Investments. In

#82 - Vineer Bhansali - “The Market is Severely Underpricing the Probability of a Sharp, Catastrophic Loss to the Downside"

Nov 22nd, 2017 1h 8m

In Episode 82, we welcome trader, fund manager, and author, Vineer Bhansali. Per usual, we start with Vineer’s backstory. It involves his physicist-origins, an unexpected move to an assortment of trading desks, and a run-in with the great, Fisc

Claude Erb - “It Is Possible That We're in the Middle of a Period in Which Gold Becomes the New Frankincense" | #80

Nov 15th, 2017 1h 6m

In Episode 80, we welcome commodities and gold expert, Claude Erb.As usual, we start with Claude’s back-story, but it’s not long before the guys jump into investing, with Meb asking about Claude’s general framework and view of the markets.Cla

#68 - Corey Hoffstein - “Risk Cannot Be Destroyed, Only Transformed"

1 Aug 23rd, 2017 1h 12m

In Episode 68, we welcome Meb’s friend and Newfound Research founder, Cory Hoffstein (or as Meb refers to him, a “fellow nerd”). Per usual, we start with Corey’s background, but then Meb jumps in by asking Corey to describe his general, 10K foo

Simon Black - “I See a Lot of Red Flags" | #67

Aug 16th, 2017 56m 50s

In Episode 67, we welcome Simon Black, founder of the newsletter, Sovereign Man.We start with Simon’s military background, having been an intelligence officer. He spent lots of time overseas, yet became disillusioned after the promises of WMDs

Radio Show: U.S. Equities: At What Valuation is Meb Selling? | #66

Aug 10th, 2017 1h 4m

Episode 66 is a radio show. We start with Meb referencing the just-published book, The Best Investment Writing, which he edited. It’s a great collection of essays from some of the smartest minds in investing. Check it out.Next, we jump into ma

Emil van Essen - “The Days of $80 Oil - That's a Long Way Away" | #65

Aug 9th, 2017 57m 28s

In Episode 65, we welcome CTA and commodities expert, Emil van Essen.Meb starts with a fun bit of trivia – if you mesh his and Emil’s name, coming up with “Emil Faber,” can you guess in which movie that name appears?It turns out it’s from the